Junior Sales and Customer Success (Financial Service Company)

Key Responsibilities

A. Digital Sales & Client Conversion (60%)

Actively drive digital sales for Dana Talangan, meeting targets of IDR 2B monthly

disbursement and 15 new clients with the help of the growth/ marketing team.

Ensure an application-to-disbursal conversion rate of 80% and IPA Rate 7%

Utilize CRM/LMS for pipeline management and perform proactive follow-ups to

accelerate closing.

B. Customer Success & Retention (20%)

Meet SLA: Email replies within 2 working hours, WhatsApp/IG cleared daily with zero

backlog.

Handle escalations and client concerns proactively to deliver a seamless experience.

Document at least 2 customer success stories per quarter demonstrating empathy and

solution-driven support.

C. Cross-Functional Collaboration

Share marketing insights from client conversationsminimum 2 per month.

Collaborate with Risk and Credit Ops to ensure 100% SLA compliance for

documentation collection.

Participate in system audits (CRM, AI Agent, LOS) with at least 3 actionable insights per

quarter.

Participate in at least 1 cross-team project each quarter (e.g., campaign design,

pre-approval flow, educational content).

Education

At least a Bachelors degree from a reputable university (Economics, Finance,

Management, or related fields) with strong academic and analytical skills.

Experience

Mandatory 23 years of telesales experience in a fast-growing bank or fintech

company, specifically selling loan products (KTA, credit, etc.), with a proven track record of achieving targets.

Proven ability in consultative sellingunderstanding client needs, tailoring solutions,

and building trusted relationships.

Skills & Attributes

Excellent written and verbal communicationpersuasive, empathetic, and

customer-centric.

Able to communicate in English (mandatory).

Strong familiarity with CRM/LMS, sales pipeline management, funnel conversion, and

analytics.

Highly target-oriented, detail-focused, and structured in execution.

Proactive in identifying process improvements and automation opportunities.